UBS Group’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

UBS Group’s Portfolio FDG Stock Details FDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.02K	Buy	+44	New	+$5.35K	﹤0.01%	8846
2025 Q2	–	Sell	-19	Closed	-$1.73K	–	10415
2025 Q1	$1.73K	Buy	+19	New	+$1.93K	﹤0.01%	9455
2023 Q3	–	Sell	-1,405	Closed	-$92.3K	–	9604
2023 Q2	$92.3K	Buy	+1,405	New	+$85K	﹤0.01%	6080
2022 Q4	–	Sell	-1,008	Closed	-$53K	–	10829
2022 Q3	$53K	Buy	+1,008	New	+$58.5K	﹤0.01%	6299
2022 Q2	–	Sell	-4	Closed	–	–	10490
2022 Q1	$0	Sell	4 -3,159	-100%	-$222K	﹤0.01%	10430
2021 Q4	$255K	Buy	+3,163	New	+$266K	﹤0.01%	5484
2020 Q3	–	Sell	-47	Closed	-$3K	–	8110
2020 Q2	$3K	Buy	+47	New	+$2.31K	﹤0.01%	7532

Other funds holding FDG

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Sunpointe St. Louis, Missouri $305M AUM 29.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

UBS Group's FDG Position: Q1 2026 in Review

UBS Group opened a new position in American Century Focused Dynamic Growth ETF (FDG) in Q1 2026: 44 shares worth $5.02K. The stake represents ﹤0.01% of the portfolio and ranks #8846 among its holdings. This is a return to the name: UBS Group previously reported a position in FDG as recently as Q1 2025.

UBS Group first reported a position in FDG in Q2 2020 and has held it in 7 quarters since. The position peaked at $255K in Q4 2021. 57 funds tracked by Wall St. Rank hold FDG as of Q1 2026.

UBS Group held 44 shares of American Century Focused Dynamic Growth ETF worth $5.02K as of Q1 2026.
American Century Focused Dynamic Growth ETF was a new UBS Group position in Q1 2026.
American Century Focused Dynamic Growth ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8846 holding.
UBS Group first reported a position in American Century Focused Dynamic Growth ETF in Q2 2020 and has held it in 7 quarters since.
UBS Group's American Century Focused Dynamic Growth ETF position peaked at $255K in Q4 2021.
57 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.